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Finit solutions getting the most out of financial reporting january 2011

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Finit solutions getting the most out of financial reporting january 2011

  1. 1. Getting the Most out of HyperionGetting the Most out of Hyperion Financial Reporting: Tips and Tricks January 19, 2011 Presented by: Rob CybulskiPresented by: Rob Cybulski rcybulski@finitsolutions.com www.finitsolutions.com
  2. 2. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Finit Introduction The Finit Solutions SeriesThe Finit Solutions Series Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products: Financial Consolidation – Financial Management (HFM) Hyperion Enterprise Planning and Business Intelligence – Planning Essbase– Hyperion Enterprise – Financial Close Management – Disclosure Management – Essbase BI+ Reporting Tools Financial Reporting Data Integration – Financial Data Quality Management (FDM) – Financial Reporting – Smartview – Web Analysis Essbase Excel Add in( ) – Oracle Data Integrator (ODI) – Data Integration Management (DIM) – Other (EPMA, ERPi, etc) – Essbase Excel AddͲin www.finitsolutions.com Ͳ 2 Ͳ Other (EPMA, ERPi, etc)
  3. 3. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Finit’s Reporting Expertise The Finit Solutions SeriesThe Finit Solutions Series • Finit consultants bring deep experience in external SEC reporting, tax reporting, and i t l t l i id f i d t i p g p internal management analysis across a wide range of industries. • Our backgrounds in accounting and reporting, combined with our product expertise, make us uniquely qualified to assist and advise clients on developing reporting packages thatq y q p g p g p g provide better insight and analysis for management. • Instead of simply relying on the client to tell us exactly what reports they want built, we provide value by identifying and suggesting opportunities for enhancements based on ourprovide value by identifying and suggesting opportunities for enhancements, based on our own knowledge and experience. • Finit is a member of the Oracle HFM, Planning, FDM and Hyperion Enterprise Customer Advisory Boards. In this role, we work directly with product development and quality engineering teams to address future product enhancements. www.finitsolutions.com Ͳ 3 Ͳ
  4. 4. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Finit’s Client Service The Finit Solutions SeriesThe Finit Solutions Series We take client service very seriously and our results areWe take client service very seriously and our results are unmatched in the industry: Our client service approach has led to 100% customer satisfaction for every Finit client (134 and counting) forsatisfaction for every Finit client (134 and counting) for every project (over 225 and counting). www.finitsolutions.com Ͳ 4 Ͳ
  5. 5. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Some Finit Clients The Finit Solutions SeriesThe Finit Solutions Series • www.finitsolutions.com Ͳ 5 Ͳ
  6. 6. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks About the Presenter The Finit Solutions SeriesThe Finit Solutions Series Rob Cybulski ( )(rcybulski@finitsolutions.com) • CoͲFounder of Finit Solutions • 12 years of experience12 years of experience implementing Hyperion products • Frequent presenter at Hyperion conferencesconferences • Serves as the Hyperion Enterprise and HFM Domain Lead for the Oracle Hyperion Specialthe Oracle Hyperion Special Interest Group www.finitsolutions.com Ͳ 6 Ͳ
  7. 7. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks How to Ask a Question The Finit Solutions SeriesThe Finit Solutions Series www.finitsolutions.com Ͳ 7 Ͳ
  8. 8. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Purpose of this Webinar The Finit Solutions SeriesThe Finit Solutions Series Purpose of this Webinar • Provide an overview of some key tips and techniques that can help you improve your Financial Reporting reports, including some items that are new in Fusion 11. Key items will include: – Report Annotations (New in Fusion 11) – Expansions, Related ContentExpansions, Related Content – DrillͲThrough into FDM(New in Fusion 11) – Creating Books and adding non reports (New in Fusion 11) K W k / P f O ti– Key Workspace / Preferences Options • Discuss Oracle’s roadmap and strategy for Financial Reporting Note: Finit conducted a webinar in Nov 2009 on Reports that covered some more format options. Please email www.finitsolutions.com Ͳ 8 Ͳ
  9. 9. The Finit Solutions Series Financial Reporting ComponentsComponents www.finitsolutions.com
  10. 10. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Report Annotations The Finit Solutions SeriesThe Finit Solutions Series Report Annotations • Reporting Annotations – Option to view textual information related the report. Differs from cell text in that this applies to the whole report and can be stored as a conversation. www.finitsolutions.com Ͳ 10 Ͳ
  11. 11. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Report Annotations The Finit Solutions SeriesThe Finit Solutions Series Report Annotations • Reporting Annotations – Creating a New Annotation is easy once the Annotation section is displayed. Can apply ‘Context’ to whether commentary applies to whole report or one of the grids or items on the report. Admin’s can search all the annotations. www.finitsolutions.com Ͳ 11 Ͳ
  12. 12. The Finit Solutions Series Annotations Example www.finitsolutions.com
  13. 13. The Finit Solutions Series Annotations Movie Clip www.finitsolutions.com
  14. 14. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Drill Through to FDM The Finit Solutions SeriesThe Finit Solutions Series Drill Through to FDM • Drill Through – option exists now to drill through from a Financial reporting HTML based report into the FDM underlying detail. Setting can be enabled on the entire grid. If applicable, an underline will exist on the report to facilitate a line to drill back on (similar to Related Content). When launched, a new window(similar to Related Content). When launched, a new window opens with FDM landing page. • As always with drill through into FDM detail, the intersection must be at a base intersection to facilitate the drill through to FDM. www.finitsolutions.com Ͳ 14 Ͳ g
  15. 15. The Finit Solutions Series FDM Drill Through Example www.finitsolutions.com
  16. 16. The Finit Solutions Series Movie File Launch www.finitsolutions.com
  17. 17. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Expansions and Related Content The Finit Solutions SeriesThe Finit Solutions Series Expansions and Related Content are features that enable end users to view detail data residing in the same report using Expansions or in a linked report using R l d C Expansions and Related Content Related Content. • Using Expansion Ͳ You can set up viewing of sameͲreport detail data by enabling expansion of summary rows and columns A report set up with expansionexpansion of summary rows and columns. A report set up with expansion enables end users to select a summaryͲlevel row or column and view its related detail in the same report (drill feature in HTML, then convert to PDF). • In Expansions, formatting is applied across all members in the expanded dataIn Expansions, formatting is applied across all members in the expanded data segment. Conditional formatting should be used to address this issue. If you have detailed formatting or calculation requirements, then you must use single data segments. • Using Related Content Ͳ You can select a data cell and set up links to objects in Financial Reporting. A report set up with Related Content enables end users to move between documents (going from one report to another) www.finitsolutions.com Ͳ 17 Ͳ move between documents (going from one report to another).
  18. 18. The Finit Solutions Series Expansion and Related Content ExampleExample www.finitsolutions.com
  19. 19. The Finit Solutions Series Movie Clip www.finitsolutions.com
  20. 20. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Books The Finit Solutions SeriesThe Finit Solutions Series Books • New in the Fusion 11 releases is the option to add non Financial reporting documents to a Book package. PDF, PowerPoint, Word or Text files are available options. • This is a great improvement to be able to produce a complete report package of commentary and reports out of Financialreport package of commentary and reports out of Financial Reporting. • The documents must be uploaded to the Financial Reporting Workspace before being inserted. No option exists to browse to a local file. www.finitsolutions.com Ͳ 20 Ͳ
  21. 21. The Finit Solutions Series Adding Documents to Books ExampleExample www.finitsolutions.com
  22. 22. The Finit Solutions Series Books Movie Clip www.finitsolutions.com
  23. 23. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Default POV The Finit Solutions SeriesThe Finit Solutions Series Default POV • Starting with release 11.1.1.3, you have the ability to set an initial default Point of View for users when running Financial Reports. This applies to all of products that can use Financial Reporting (HFM Essbase Planning)that can use Financial Reporting (HFM, Essbase, Planning). • Administrators can modify an XML file that has the default Point of View information included in it. It is configured via a combination of a properties file and an XML file for Financial Reporting to apply it (have to be on server)and an XML file for Financial Reporting to apply it (have to be on server). • The XML and default Point of View applies to a specified database connection and it is not report specific. All reports that use the database connection will then have the default Point of View imported with the utilitythen have the default Point of View imported with the utility. • The file can be different by user. Once a user changes their Point of View, it will override the initial default Point of View. Report ‘hard coded’ values will override the POVoverride the POV. • Security still applies in order to see data. This can help for setting recurring prompt dimensions like Year, Period or Scenario. However, it may not correct or help with an initial Entity as not all users may have access to the same entity www.finitsolutions.com Ͳ 23 Ͳ help with an initial Entity as not all users may have access to the same entity and it may be too time consuming to do by user.
  24. 24. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Pushing Preferences The Finit Solutions SeriesThe Finit Solutions Series Pushing Preferences • In release 11.1.2, the Jconsole.exe utility lets administrators push Financial Reporting preferences out to users. This is helpful as opposed to asking users to update their preferences manuallyupdate their preferences manually. • The Jconsole.exe preference push can update the following key preferences for users (partial listing of total amount): Default Annotation Setting Whether reports will show or not show annotations by– Default Annotation Setting: Whether reports will show or not show annotations by default. – Decimal symbol: How a decimal is displayed on a report – Location of POV: above the report or in a pane– Location of POV: above the report or in a pane – Merging Equivalent Prompts: default setting on whether equivalent user generated prompts will be merged or not. – Preview POV On / Off: default setting for the Preview On / Off preferencePreview POV On / Off: default setting for the Preview On / Off preference – View Type: Default setting for reports to be generated via HTML or PDF • The Jconsole.exe utility must be run on the Financial Reporting server. www.finitsolutions.com Ͳ 24 Ͳ
  25. 25. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Pushing Favorites / Home Page The Finit Solutions SeriesThe Finit Solutions Series Pushing Favorites / Home Page • Fusion 11 improved the start up views that users can have. You have many different options now for what users will see once the log into the Workspace. Options include: – Logging directly into a designated application – Launching the Explore section for the Workspace Repository – Launching into a Document (Custom HTML or Workspace page) or Favorite W k h d f lt H P th t b li k d b• Workspace has a default Home Page that can be linked by Launching into a Document. This file contains a few key items: – Recently Opened Applications and Reports – Listing of Favorites for the user – Links to Personal and Shared Workspace pages. www.finitsolutions.com Ͳ 25 Ͳ
  26. 26. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Home Page The Finit Solutions SeriesThe Finit Solutions Series Home Page www.finitsolutions.com Ͳ 26 Ͳ
  27. 27. The Finit Solutions Series Home Page Example www.finitsolutions.com
  28. 28. The Finit Solutions Series Home Page Movie Clip www.finitsolutions.com
  29. 29. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Oracle Roadmap The Finit Solutions SeriesThe Finit Solutions Series Oracle Roadmap • As of 11.1.2 (most current release), the following reporting products are available with each product: – HFM: HFM System Reports, Financial Reporting, Web Analysis, Smart View, OBIEE+ – Planning: Financial Reporting, Web Analysis, Interactive Reporting, Production Reporting, OBIEE+, Smart View – Essbase: All of Planning + Native Essbase reports, Essbase Excel AddͲin – FDM: FDM Active Reports only • OBIEE+ integration with the EPM applications has been a key strategy. OBIEE i l d lti l d t b t th t i A (D hb d– OBIEE+ includes multiple products, but the two main ones are Answers (Dashboard capabilities) and BI Publisher (Financial Reports). – OBIEE is used across other nonͲEPM Oracle applications. The ‘+’ is designated for EPM integration www.finitsolutions.com Ͳ 29 Ͳ EPM integration.
  30. 30. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Oracle Roadmap The Finit Solutions SeriesThe Finit Solutions Series Oracle Roadmap • Dashboard Strategy: – OBIEE+ appears to be the direction for Oracle EPM. – PreͲpackaged dashboard tool expected for HFM (CFO dashboards) – Oracle released OSSM (Scorecard & Strategy Mgmt) which runs on OBIEE+. This integrates with EPM and nonͲEPM systems. b l i d i i ill i b d b– Web Analysis and Interactive Reporting will continue to be supported but appear to have limited new development in them. • Financial Reporting Strategy: – Financial Reporting continues to have significant new development. It is heavily integrated with the new Disclosure Mgmt and Financial Close Mgmt and had some new functionality features in the Fusion 11 releases. OBIEE+ (BI P bli h ) i t d t b i d i fi i l ti t f EPM– OBIEE+ (BI Publisher) is expected to begin doing more financial reporting out of EPM applications, but the direction appears to be different than the dashboard strategy and Financial Reporting is expected to continue to evolve and have new functionality added to it. www.finitsolutions.com Ͳ 30 Ͳ
  31. 31. The Finit Solutions Series Contact and Future Webinars www.finitsolutions.com
  32. 32. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series Getting the Most out of EPM: An overview of EPMA p g On February 16, you will learn about the basic features and functionality of Enterprise Performance Management Architect (EPMA), including the setup and configuration. We will explain how EPMA handles metadata management in its dimension library as well as how multiple applications / hierarchies can be maintained across products (i HFM d Pl i ) t li ti (HFM A 1 d HFM A 2)(i.e. HFM and Planning) or across separate applications (HFM App 1 and HFM App 2). Getting the Most out of EPM: Infrastructure for Finance People This webinar on March 16 will take you through one of the areas that we get the most questions on. The webinar will cover topics including an overview of the basic elements of the EPM infrastructure and how the interact. We will discuss some of the technical components that exist in an EPM environment. The focus will be on what finance people need to know when it comes to the technical infrastructure for their EPMpeople need to know when it comes to the technical infrastructure for their EPM environment. To register, go to www.finitsolutions.com/Insights_Webcast.html www.finitsolutions.com Ͳ 32 Ͳ
  33. 33. Th Fi it S l ti S iTh Fi it S l ti S i Getting the Most out of Hyperion Financial Reporting: Tips & Tricks Finit Contacts The Finit Solutions SeriesThe Finit Solutions Series Questions? insights@finitsolutions.com Questions? Rob Cybulski rcybulski@finitsolutions.com 215 880 2025 Email us for a 215.880.2025 Ed DeLise copy of the slides or link to the recording edelise@finitsolutions.com 678.296.3611 link to the recording. Joe Mizerk jmizerk@finitsolutions.com 919 349 5029 www.finitsolutions.com Ͳ 33 Ͳ 919.349.5029

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